create new button

Click the create new  button at the top, right of the screen to initiate a new, blank Rolodex maintenance document.

Rolodex Id

A numeric code value assigned to each non-employee to uniquely identify it in the system.

Organization

The textual name of the organization as it is commonly known of which the person is a member (or is affiliated with).

Last Name

The textual last name of the person.

First Name

The textual first name of the person.

City

Enter the city for the non-employee’s address.

County

Enter the county for the non-employee’s address.

State

Select one of the United States of America from the list.  Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Country Code

Select one of the Earth’s countries from the list to specify where the organization and person are located.  Use the drop-down menu by clicking the down arrow to display the list, and then click on an item in the list to highlight and select it to populate the box with your selection.

Postal Code

Also known as the zip code associated with the business mailing address.

Email Address

Requires an at @ symbol.

Sponsor Address Flag

Indicates whether this is also a sponsor address or not.

Sponsor Code

If the non-employee is affiliated with a sponsor on record in the system, enter and/or select the corresponding code for that sponsor.  Type the suspected value in the box and click the direct inquiry icon or click the lookup icon to search for and return the value to populate the box automatically.

Action Buttons

Click search to retrieve the results, which are displayed in table format below the search criteria area.  Click clear to erase previously-entered criteria.  Click cancel to return to the main menu.